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Courtney Belle Mckenna

Altfest Personal Wealth Management

New York, NY

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Current Employers
Altfest Personal Wealth Management

445 Park Avenue 6Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-30
CT RA APPROVED 2025-01-06
NY RA APPROVED 2025-01-06
  • FL RA
    APPROVED
    Since 2025-01-30
  • CT RA
    APPROVED
    Since 2025-01-06
  • NY RA
    APPROVED
    Since 2025-01-06

Branch Locations

445 Park Avenue 6Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Iridian Asset Management Llc Westport CT 04/1996 12/2021
Iam Capital Corporation Westport CT 03/1998 12/2021
Altfest Personal Wealth Management New York NY 02/2022 11/2024
Altfest Personal Wealth Management New York NY 12/2024 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-07-07
  • S63 Uniform Securities Agent State Law Examination
    1993-07-07
Designations
Other Names
  • Courtney Mckenna

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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